Converting a Traditional IRA to a Roth IRA

This year, 2010, marks the first year that high income taxpayers have had the option to convert a traditional IRA to a Roth IRA. For taxpayers with large IRA balances, and particularly those with substantial non-IRA assets, the conversion decision should be carefully considered. Despite the requirement that taxes must be paid on the converted account, the tax free nature of the growth and income from a Roth account may be very compelling from a wealth transfer perspective.

To learn more about this opportunity, click here.

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